See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,133 | $121,625-82.6% | $104,607-79.8% | $158,922-86.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.84% | 465.26%-451.4pp | 340.46%-326.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $819 | $3,163-74.1% | $2,681-69.4% | $4,761-82.8% |
| Participant deferral / active EE | $2,527 | $4,177-39.5% | $3,740-32.4% | $5,982-57.8% |
| Admin fee / account holder | $175 | $7,787-97.8% | $6,473-97.3% | $11,246-98.4% |